Platinum Conservative
We offer our top-tier equity strategies for a conservative investor with a low-risk appetite, aiming to generate slightly higher returns while maintaining risk tolerance.
Risk Level: Moderately Low
Min Investment: ₹25 Lakhs
30 Days Return:
2.44%
90 Days Return:
5.37%
365 Day Return:
20.62%
Annualised Returns:
10.39%
Strategy Specifications
| Strategy Inception Date | Jan. 1, 2016 |
| Min Investment | ₹25 Lakhs |
| Strategy Type | Diversified Portfolio |
| Asset Classes | Equity Debt |
| Universes | Large Caps Money Market Multi Caps Small Caps Sovereign debt |
| Investment Styles | Multi-Asset Momentum Multi-Strategy Factor Investing Rotation |
| Instruments | ETFs |
| Rebalancing Frequency | Monthly |
| Volatility | Moderately Low |
Strategy Description
With only 20% allocation to equity strategies, the goal of this portfolio is to outperform other investment options avaiaible to an investor with a low risk appetite.
Asset Allocation
Strategy Selection
| Category | Weight |
|---|---|
| Debt Allocation | 80.00% |
| MNC Momentum | 12.00% |
| Cruise Momentum | 8.00% |
| Platinum Conservative | FBC Benchmark Conservative | |
|---|---|---|
| 30-day returns | 2.44% | 1.42% |
| 90-day returns | 5.37% | 2.37% |
| YTD returns | 7.87% | 3.47% |
| 1-year returns | 20.62% | 12.78% |
| Returns since inception | 128.07% | 88.14% |
| Annualised returns | 10.39% | 7.91% |
| Best year returns | 16.89% | - |
| Worst year returns | -3.92% | - |
| Sharpe ratio | 0.95 | 0.058 |
| Max drawdown percent | -4.68% | -22.79% |
Discalaimers
Historical simulations or live model portfolio performance is provided for informational purposes only to indicate historical performance had Flameback Strategies been available to investors.